Product Update: Prospect Report

Jeff Gordy

Introducing the Prospect Report

Great news: you can now use the new Prospect Report to stay on top of your potential donor progress — all directly from from your personalized analytics dashboard!

Why it Matters

With our new widgets and interactive dashboard functionality, we wanted to create a new report designed specifically to track individual prospects. Unlike the Prospect Forecast widget, this prospects report will allow you to drill down into the status of specific prospects.

You’ll now be able to:

  • Track individual prospects and their associated activities
  • Instantly see prospect status and progress
  • Filter by campaign, dates, etc.
  • Use the prospect report widget to view all this data instantly when you log in!

How it Works

The report is under the “Activity & Prospect” category. There’s a dedicated widget for the report, as well as a more in-depth version in the Reporting module.

Here’s how to add the widget to your dashboard:

Click the “Add New Widget” tile to create a new widget. You’ll see a list of potential widgets. Click the “Prospect List” option.

Neon's dashboards have many options for prospect report widgets.

Once you’ve added the widget, you can configure it to show the data you need in the format that’s best for you. 

The prospect report widget includes customizable configuration options.

Here’s what the widget will look like on your dashboard after configuring:

The Prospect List widget helps you keep track of your most important donor interactions.

From here, you’ll be able to dive right into individual prospect accounts — making it easy to quickly engage critical prospects, right from your dashboard. Pretty useful, right? 

Happy prospecting!

For more information, check out the Prospect Report guide in the support center. If you have any questions or concerns, please submit a support ticket with our support team. 

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